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Guides
Invoices
Find invoices under Invoices in the sidebar. The top shows what's Outstanding, Overdue, Collected and still in Drafts.
How invoices are made
- From an estimate. When your client accepts an estimate with Collect payment on, Thriveific creates the invoice with its payment schedule. Its terms are fixed, since your client accepted them. If an agreement must be signed first, payment opens once everyone has signed.
- By hand. Choose New invoice for work without an estimate.
Create an invoice by hand
| Field | What it does |
|---|---|
| Project or document title | Required. |
| Invoice number | Leave it blank to number it automatically. |
| Client | Pick a client to fill in Client name and Client email. |
| Issue date, Due date | Required. |
| Line items | Each with a Description, Quantity and Rate ($). |
| Notes | Payment terms or a thank-you, shown to your client. |
| Discount %, Tax % | Applied to the subtotal. |
Choose Create invoice. It's saved as a draft until you send it.
For work you bill every month, open last month's invoice and choose Duplicate.
Send it
Open the invoice and choose Send invoice, then Send invoice again. Your client is emailed the PDF and a link to pay. The client needs an email on file. To send it again, choose Resend.
To share it yourself, choose Copy payment link.
Track it
The tabs show All, Unpaid, Overdue, Paid, Drafts and Void.
| Status | Meaning |
|---|---|
| Draft | Not sent yet. |
| Unpaid | Sent, nothing paid yet. |
| Partially paid | Some paid, a balance left. |
| Paid | Paid in full. |
| Overdue | Past its due date with a balance. |
| Void | Cancelled. |
The invoice page shows the Total, Paid, Refunded and Balance due, its Payment schedule, every payment received, and a Timeline of when it was made, sent and paid.
Record a payment
Paid by check, cash, Zelle or bank transfer? Open the invoice, choose Record payment, and fill in:
| Field | What it does |
|---|---|
| Amount ($) | What you received. |
| Method | Check, Cash, Bank transfer, Zelle, Venmo or Other. |
| Received | The date. |
| Notes | For you only, like a check number. |
Choose Record payment. The balance and status update. Payments made online through Stripe are recorded on their own.
Other actions
From the invoice's … menu: View as client, Download PDF, Edit, Duplicate, Copy invoice ID and Delete invoice. Deleting it stops its payment link working and can't be undone.
When you edit an invoice, its status can be set to Draft, Sent or Void; Paid and Partially paid come from the payments recorded. Once an invoice has a payment, its line items, tax and discount can't change, and it can't be deleted: void it and make a new one.
Invoice numbers
Invoices are numbered automatically, like INV-1001. Change the Number prefix and Start numbering at in Settings › Invoices; it shows the next number.